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Private Wealth Management Group’s Tompkins Financial TMP Stock Holding History

Private Wealth Management Group’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.29K Hold
56
– – ﹤0.01% 828
2026
Q1 		$4.42K Hold
56
– – ﹤0.01% 820
2025
Q4 		$4.06K Hold
56
– – ﹤0.01% 856
2025
Q3 		$3.71K Hold
56
– – ﹤0.01% 909
2025
Q2 		$3.51K Hold
56
– – ﹤0.01% 903
2025
Q1 		$3.53K Hold
56
– – ﹤0.01% 862
2024
Q4 		$3.8K Hold
56
– – ﹤0.01% 853
2024
Q3 		$3.24K Hold
56
– – ﹤0.01% 892
2024
Q2 		$2.74K Buy
56
+44
+367% +$2.03K ﹤0.01% 940
2024
Q1 		$604 Hold
12
– – ﹤0.01% 1400
2023
Q4 		$723 Buy
+12
New +$652 ﹤0.01% 1370

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Wealth Management Group's TMP Position: Q2 2026 in Review

Private Wealth Management Group held its Tompkins Financial (TMP) position steady in Q2 2026 at 56 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Private Wealth Management Group first reported a position in TMP in Q4 2023 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Private Wealth Management Group held 56 shares of Tompkins Financial worth $5.29K as of Q2 2026.
  • Private Wealth Management Group left its Tompkins Financial share count unchanged in Q2 2026.
  • Tompkins Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #828 holding.
  • Private Wealth Management Group first reported a position in Tompkins Financial in Q4 2023 and has held it in 11 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.